Assante Team

Helping our clients
gain financial confidence

Upcoming Wealth Matters Webcast

Webcasts | Jan 11, 2021

We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Marchello Holditch, Vice-President and Portfolio Manager of CI Multi-Asset Management. In this webcast, Marchello will set the…

Changing Tides Portfolio Construction

Changing Tides

Markets | Dec 31, 2020

Closing out 2020 Last month, global equity markets surged as news around COVID-19 vaccine candidates gave investors hope that an economic recovery was plausible. Regionally, developed international equities provided the strongest returns, while beaten down sectors (real estate, energy and financials) and styles (value) came back into favour. In the…

Assante Abbotsford Curbside Christmas

Curbside Christmas 2020

Events | Dec 15, 2020

This Christmas season certainly looked a little different, but that didn’t stop us from spending some creative time together, while sharing in those traditional experiences we’ve all come to appreciate. 

Turning the Corner

Markets | Dec 1, 2020

Christmas is almost upon us, which means we will soon close the book on 2020. It was a tough year for everyone as the COVID-19 pandemic drastically changed our lifestyles. Thankfully, humans are creative and adaptive, and we were able to overcome many challenges. As we write this, Pfizer Inc….